Five pillars of institutional-grade infrastructure — the same platform that runs Allendale's 13 offices, available to the firms that join us.
Take one pillar or the whole platform — it's the infrastructure a joining firm inherits on day one.
A named CCO, supervision, AML, registration upkeep, and recordkeeping aligned to CFTC & NFA rules.
A production CRM, clearing connectivity, managed telephony with compliant recording, and a maintained security posture.
Automated daily statements, margin monitoring and calls, reconciliation, and client-ready reporting through StoneX.
Payroll, benefits, Series sponsorship and licensing, registration, and onboarding — overhead, off your plate.
The Allendale Advisory Report, crop surveys, and daily commentary — distributed to your clients as a retention asset.
Start a private conversation about which partnership path fits — straight to Steve Georgy, President.
Start a Confidential Conversation